“Barry has always presented the facts in a clear, uncomplicated manner which has allowed us to make the best decisions for our needs based on our level of investments.”
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Copper Tree Financial
(3)
Insurance, Asset Allocation, Retirement Planning
“If you are struggling with how to manage your finances, looking for better ways to save your hard earned money, and enjoy having your money work for you then this is the place that will help!”
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Davies Financial - Sterling Mutuals
(3)
“Ben has been doing wonders for my mom's account for years and is available for help almost anytime.”
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Topline Financial Advisors
(11)
“He presents our options in very clear terms and takes the time to get to understand our goals and aspirations before attempting to guide us along a successful path.”
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Breadth Consulting
“Once your advisor has outlined a recommended course of action, they will work with you to determine how you will carry out the recommendations. Your advisor will develop a plan for implementation and ensure that it is carried out in accordance with t...”
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Tolmie Financial Group
“Mutual fund dealing representatives ("mutual fund advisors") registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are offered through Selectpath Benefits & Financial Inc. a/o Selectpath. Banking products and servic...”
“We ran into problems and stopped looking for a good while but when we went back she answered every question and put us back on track like we hadnt left.”
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One Source Mortgage & Financial Solutions
(7)
“Easy going friendly person helps you in everyway he can goes on and beyond his work thank you so much for everything”
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Van Alphen Associates and
(3)
“Very responsive and professional in their business approach”
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IPC Investment Corporation - Kelly Ireland
(10)
Team
Family
Taxes
“Working tirelessly, day and night, I have heard nothing but great things about this firm; They have been doing my taxes for about 10 years now, and I recommend them to everyone.”
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Ford City Financial
(5)
Bookkeeping, CRA Account Management, Small Business
“Fantastic, Quick and very helpful with my taxes every year.”
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Spectre Financial
(7)
Goals
“When my goals and life plans changed, Spectre Financial worked with me to recommend new strategies to allow me to live the life I dreamt of, while securing my retirement goals.”
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Horizon Financial Group
(1)
Travel, Employee Benefits, Executives
“Go the distance to ensure you leave with a solid understanding of where your money is going.”
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Brown & Associates / Sterling Mutuals
“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
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Seguin Financial Group
“We, at Seguin Financial Group (SFG), built a team of professionals to deliver a higher standard of service to our clients which promotes longevity in our client's relationships.”
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Network Financial
(3)
“I have full confidence that I am in good hands.”
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Investia Financial Services
(3)
“David is the man and very helpful.”
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White Cap Financial
(2)
“Professional service giving great sound financial advice, owned and operated by someone who pays personal attention to the growth and wealth of your financial portfolio”
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Avanti Wealth
“Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Avanti Wealth is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions...”
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Vision Wealth Consultants
“Mutual fund dealing representatives ("mutual fund advisors") registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are offered through Vision Wealth Consultants Inc. Please confirm with your advisor which company yo...”
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Sterling Mutuals
(3)
“Very helpful, and personable employees and process!”
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BMO Nesbitt Burns
(1)
“Nyc environment”
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Moe Mailloux Financial Services
(5)
“Go see Evan — best guy, and he can take care of whatever you need.”
“At Simard & Associates, we don't believe in one size fits all. Like the perfect outfit, our services are tailor made to fit the dynamic needs of todays professional environment. After the initial setup is complete, the service doesn't stop there. We ...”
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Retirement Planning and Investment Management Services in Tecumseh, ON Cost Estimates